Unclaimed Profile

Roy Carl Ludwick

BOULDER WEALTH ADVISORS, LLC·BOULDER, Colorado

Series 6, Series 7, Series 22, Series 63, Series 65Clean record24 years registeredBOULDER WEALTH ADVISORS, LLC

2595 CANYON BLVD, BOULDER, CO 80302CRD# 1325901Firm CRD# 115069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roy Carl Ludwick · BOULDER, CO

Registration

CRD #1325901 · BOULDER WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOULDER WEALTH ADVISORS, LLC

BOULDER WEALTH ADVISORS, LLC

Oct 2001 – Jan 2023

BOULDER, CO

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · October 16, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOULDER WEALTH ADVISORS, LLC

CRD 115069 · SEC 801-79267

AUM

$246M

Regulatory assets under management

Employees

545 client accounts

Services offered by BOULDER WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOULDER WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Roy Carl Ludwick offer?

Roy Carl Ludwick specializes in Financial Planning, Investment Management.

What are Roy Carl Ludwick's credentials?

Roy Carl Ludwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roy Carl Ludwick located?

Roy Carl Ludwick is based in BOULDER, Colorado, last registered with BOULDER WEALTH ADVISORS, LLC.

How does Roy Carl Ludwick charge for services?

Roy Carl Ludwick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOULDER WEALTH ADVISORS, LLC?

BOULDER WEALTH ADVISORS, LLC has approximately 3 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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